WealthVest: The Weekly Bull & Bear artwork

WealthVest: The Weekly Bull & Bear

164 episodes - English - Latest episode: 11 days ago - ★★★★★ - 20 ratings

WealthVest presents the WealthVest: The Weekly Bull & Bear. A podcast dedicated to bringing financial professionals the most up to date weekly analysis of the trends and developments occurring in capital markets both here and around the world. 


Listen in as we analyze these developments and shine a light on the events that matter to us.


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Episodes

S9E9: Upcoming Rate Cut Decision

March 18, 2024 17:41 - 21 minutes - 29.7 MB

In this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discuss Powell's comments on rate cuts, private sector job growth, the 10-year treasury and the developments in Congress. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financia...

S9E8: Waller asks, "What's the rush?"

February 28, 2024 17:43 - 21 minutes - 29.6 MB

In this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discuss Federal Reserve Gov. Christopher Waller's statements on rate cuts, the risk of a second wave of inflation, U.S. home sales and tech layoffs. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support,...

S9E7: Dividends and Freight Inflation

February 22, 2024 23:29 - 20 minutes - 28.8 MB

In this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discuss retail sales, dividends, freight inflation and varying views on China's economic trajectory. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need ...

S9E6: January shows hot inflation

February 15, 2024 23:22 - 15 minutes - 20.8 MB

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss January's CPI results, an upcoming decade of debt, the budget deficit over the year, oil, and Tim's most recent blog, " Einhorn's epiphany." WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, an...

S9E5: 2023 GDP and January Layoffs

February 09, 2024 15:58 - 21 minutes - 29.5 MB

In this episode Drew and Tim discuss the GDP numbers, January layoffs, market concentration, the IMF upgrading their forecast and turmoil in Congress. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their c...

S9E4: Banks Revise 2024 Forecasts

January 25, 2024 23:05 - 25 minutes - 35.4 MB

In this episode of WealthVest: The Weekly Bull & Bear Drew and Tim discuss the upcoming GDP and PCE report, bank forecasts for 2024, the IMF's report on the impact of the Fed rate hikes and election developments. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and...

S9E3: Trouble in the Red Sea

January 19, 2024 22:16 - 21 minutes - 29.1 MB

In this episode Drew and Tim discussed December's CPI numbers, consumer spending, Bitcoin ETFs, the U.S. budget deficit and the crisis in the Red sea. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their c...

S9E2: Interview with Brad Pineault

January 11, 2024 21:55 - 44 minutes - 61.2 MB

In this episode Brad Pineault, Capital Markets Strategist for Fidelity Institutional, joined Tim and Drew to discuss the market outlook for 2024. Sectors, earnings estimates, bonds, geo-political risk, consumer sentiment and the housing market are all discussed in this wide-ranging conversation. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance c...

S9E1: Season 9 Premiere

January 09, 2024 01:05 - 29 minutes - 40.6 MB

In this first episode of 2024, Drew and Tim discuss market activity in the new year, jobs and the Jolts survey, sectors to watch in 2024, corporate pricing power and developments in the Middle East and the effect on oil markets. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice manage...

S8E37: Interview with Marc Zabicki, CIO and Director of Research at LPL Financial

December 15, 2023 21:05 - 32 minutes - 45 MB

In this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim interviewed Marc Zabicki, CIO and Director of Research at LPL Financial. They discussed 2024 predictions, earnings growth, valuations, near shoring, the Fed and political risk. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, ...

S8E36: Charles Munger's life and cooling job market

December 07, 2023 22:38 - 19 minutes - 26.6 MB

In this episode Drew and Tim discuss bond yields in 2024, job openings, China's hidden debt and Charles Munger's life. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement ...

S8E35: Interview with Gene Goldman, CFA

November 29, 2023 00:05 - 36 minutes - 49.9 MB

In this recent podcast episode, Drew and Tim interviewed Gene Goldman, CFA, who is the Chief Investment Officer at Cetera Investment Management. In this episode the three major themes for 2024, reasons for optimism, favorite sectors and asset classes, bond yield expectations and major market risks were all discussed. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many hig...

S8E34: Slow Retail Coming into Thanksgiving

November 21, 2023 23:42 - 19 minutes - 26.7 MB

In this episode of WealthVest: The Weekly Bull & Bear Drew and Tim discuss November retail sales, the magnificent 7 in 2024, U.S. crude, increased de-dollarization around the world, and the U.S.- China talks. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and pro...

S8E33: The Stock Market Loves October's CPI

November 17, 2023 16:11 - 21 minutes - 29.5 MB

In this week of WealthVest: The Weekly Bull & Bear Tim and Drew discuss the CPI report, consumer sentiment, consumer spending, gas prices and Moody's outlook. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide...

S8E32: Bear market rally or sustained upswing?

November 09, 2023 22:25 - 22 minutes - 30.8 MB

In this episode of WealthVest: The Weekly Bull & Bear, Tim and Drew discuss non-farm payrolls, labor costs, whether we are in a bear market rally or a sustained upswing, technical indicators and the recent elections. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support,...

S8E31: October PCE and GDP

November 03, 2023 16:43 - 17 minutes - 24.3 MB

In this episode of WealthVest: The Weekly Bull & Bear Tim and Drew discuss inflation and consumer spending, US GDP, the auto strikes and developments in the Israel- Gaza conflict. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professi...

S8E30: Adam Parker, CEO and Founder of Trivariate Research

October 25, 2023 16:55 - 41 minutes - 56.7 MB

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interviewed Adam Parker, CEO and founder of Trivariate Research. They discuss Adam's history in the industry, the changes in sell-side research and independent research, Trivariate's unique value proposition, valuations, energy, and secular inflation. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many h...

S8E29: September Retail Surge

October 20, 2023 20:37 - 19 minutes - 26.8 MB

In this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discuss the earnings reports so far, retail sales, US economic data, the odds of a year-end rally and the continued chaos in the House of Representatives. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management su...

S8E28: Worst Attack Since the Yom Kippur War

October 12, 2023 21:54 - 17 minutes - 24.7 MB

In this episode of WealthVest: The Weekly Bull& Bear, Drew and Tim discuss the IMF's growth projections for the US, the housing industry's letter to Fed Chair Jerome Powell, and the attack on Israel and its ramifications for the world and the markets. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, reso...

S8E27: Congressional Turmoil and Housing Downturn

October 06, 2023 17:08 - 20 minutes - 28.5 MB

In this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discussed Kevin McCarthy's ousting as speaker of the house, housing activity, a potential oil downturn and the World Bank getting a larger role. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, an...

S8E26: Fiscal Dominance with George Robertson

September 29, 2023 20:56 - 1 hour - 138 MB

In this episode of WealthVest: The Weekly Bull & Bear, Drew, and Tim interviewed George Robertson, who discussed his extensive background and history in Wall Street, along with some of the characters made famous by Michael Lewis's book Liar's Poker. George discussed his thoughts on fiscal dominance and the current role of the Fed.  WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuitie...

S8E25: August Jobs and Unionization

September 06, 2023 21:31 - 19 minutes - 27 MB

In this week of WealthVest: The Weekly Bull & Bear Drew and Tim discuss the job report, the average "reservation wage" for new job seekers, the Cleveland Fed paper on wage inflation and the new NLRB rule on unionization. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management supp...

S8E24: Retail Slump and Corporate Consolidation

August 31, 2023 22:14 - 24 minutes - 33.9 MB

In this episode of WealthVest: The Weekly Bull &Bear, Drew and Tim discuss the meeting at Jackson Hole, U.S. retail sales, oil production and corporate consolidation. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to...

S8E23: Tech Pullback and Level Home Prices

August 23, 2023 20:48 - 21 minutes - 29 MB

In this episode of WealthVest: The Weekly Bull &Bear Drew and Tim discuss the tech stock pullback, sell-off in treasuries and Goldman Sachs prediction on home prices. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to ...

S8E22: Hot Strike Summer

August 17, 2023 14:28 - 23 minutes - 32.6 MB

In this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discuss the July CPI report, Fed policy, the summer of strikes and how businesses perceive geo-political risks. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professi...

S8E21: Fitch Downgrade

August 09, 2023 21:12 - 17 minutes - 24.2 MB

In this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discuss the Fitch downgrade, the most recent jobs report, vacancies and the construction industry. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need...

S8E20: Oil Prices and Recent Home Sales

August 01, 2023 20:14 - 21 minutes - 29.8 MB

In this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discussed GDP in the 2nd quarter, pending home sales, oil prices and what a collapse of OPEC would look like. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial profession...

S8E19: Why haven't we seen a recession yet?

July 25, 2023 22:54 - 20 minutes - 28.1 MB

In this episode Drew and Tim discuss earnings season, the path to lower inflation without a recession, prime-age labor force participation and UBS's list of 10 reasons why a recession hasn't occurred yet. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and product...

S8E18: Manufacturing Construction and Consumer Confidence

July 13, 2023 18:24 - 17 minutes - 23.9 MB

In this most recent episode of WealthVest: the Weekly Bull&Bear Drew and Tim discuss the ADP jobs report, consumer confidence, US factory activity and manufacturing construction. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professio...

S8E17: Corporate Defaults and Russia Fallout

June 28, 2023 16:30 - 23 minutes - 31.9 MB

In this episode of WealthVest: The Weekly Bull&Bear Drew and Tim discuss corporate defaults, tech valuations, the annual BIS report and political turmoil in Russia following the Wagner group's march to Moscow. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and pr...

S8E16: Commodity Slowdown

June 21, 2023 19:34 - 26 minutes - 35.9 MB

In this episode of WealthVest: The Weekly Bull&Bear Drew and Tim discuss credit card debt, oil prices, commodities and whether the wage- price spiral is scarier in theory than in practice. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial...

S8E15: Inflationary Respite

June 20, 2023 22:31 - 18 minutes - 25.9 MB

In this episode of WealthVest: The Weekly Bull&Bear Drew and Tim discuss the inflation report, jobless claims, the FTC blocking the Microsoft- Activision merger and the Euro-zone entering a recession. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products th...

S8E14: Debt Ceiling Deal

May 30, 2023 20:49 - 23 minutes - 32.5 MB

In this episode of WealthVest: The Weekly Bull&Bear Drew and Tim discussed the details of the debt ceiling deal, Nvidia, U.S. business activity, the history of the 100th trading day of the year, energy investment and jobs. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management s...

S8E13: Homebuilder Sentiment and Gold

May 23, 2023 22:41 - 31 minutes - 43.7 MB

In this episode of WealthVest: The Weekly Bull&Bear Drew and Tim discuss homebuilder sentiment, gold's popularity, Europe's decoupling from China and corporate debt levels across U.S. and Europe. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that fi...

S8E12: The case for 'flat and fat' equity returns

May 16, 2023 21:16 - 23 minutes - 31.9 MB

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss the debt ceiling, why there is a lack of market volatility, inflation slowing and Goldman Sachs analysis on 6 Reasons for a‘ flat and fat’ equity range. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice managemen...

S8E11: April Earnings and Expected Tax Receipts

April 24, 2023 23:11 - 22 minutes - 31.2 MB

In this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discussed earnings season so far, April's PMIs, the approaching debt-ceiling deadline and U.S. vs. China monetary policy. *20:23- 20: 28 Azure and other cloud services revenue grew 27% WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, r...

S8E10: Wholesale inflation and bank earnings

April 17, 2023 21:45 - 22 minutes - 30.4 MB

In this episode of WealthVest: The Weekly Bull & Bear Drew and Tim discuss U.S. wholesale inflation, retail sales, bank earnings and the IMFs economic outlook. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provid...

S8E9: March Jobs and Credit Outlook

April 12, 2023 15:22 - 16 minutes - 23.1 MB

In this episode of WealthVest: The Weekly Bull&Bear Drew and Tim discuss jobs, credit outlook, risks in the non- banking sector and how US- China relations are affecting GDP output. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial profes...

S8E8: Bank Stabilization

March 29, 2023 22:33 - 19 minutes - 27.3 MB

In this episode Drew and Tim discuss Secretary of the Treasury Janet Yellen's comments on stabilizing banks, Deutsche Bank, Europe's response to banking issues and the money market. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial profess...

S8E7: Bank Fallout Continues

March 21, 2023 19:16 - 22 minutes - 30.9 MB

In this episode Drew and Tim discuss the continued bank fallout, Goldman Sachs recent GDP outlook, the ECB's rate hike and China's need to increase consumption. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provid...

S8E6: A Run on the Banks

March 15, 2023 16:11 - 25 minutes - 35.7 MB

In this episode Drew and Tim discuss the fallout of Silicon Valley Bank, its ramifications on the economy and Fed policy, how much the yield curve inverted, budget discussions, and the Chinese negotiating a peace deal between Saudi Arabia and Iran. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resource...

S8E5: Housing Weakness and Brexit Regrets

March 10, 2023 20:04 - 26 minutes - 35.9 MB

In this episode of WealthVest: The Weekly Bull & Bear Drew and Tim discuss America's property market, the OECD outlook, a surge in U.S. crude shipments to Europe, and current perceptions of Brexit in the UK. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and prod...

S8E4: Interview with Torsten Slok, Partner and Chief Economist at Apollo

February 17, 2023 16:53 - 27 minutes - 37.3 MB

In this episode Drew and Tim interview Torsten Slok, Partner and Chief Economist at Apollo. They discuss what a no-landing economic scenario would look like, employment numbers, the struggle to get inflation down to 2%, the housing market and how demographics will affect future growth prospects. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance c...

S8E3: January Jobs Report

February 14, 2023 18:28 - 25 minutes - 35.3 MB

In this episode Drew and Tim discuss the January jobs report, employment costs, Jerome Powell's press conference, earnings relative to the bear market and the State of the Union. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professio...

S8E2: The Debt Ceiling

February 03, 2023 21:41 - 18 minutes - 25.3 MB

In this episode of WealthVest: The Weekly Bull & Bear, Drew and Tim discuss January's stock performance, where inflation is lingering, talks around the debt ceiling and economic performance around the globe. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and prod...

S8E1: Season 8 Premiere

January 23, 2023 23:32 - 22 minutes - 31.2 MB

In this episode of WealthVest: The Weekly Bull & Bear Drew and Tim discuss what a soft landing would look like, different options for the Fed, which groups have benefited the most in the current wage/price spiral and how China's reopening has changed economic forecasts. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provi...

S7E12: Season 7 Finale

December 22, 2022 19:40 - 22 minutes - 31.3 MB

In the final episode of season 7, Drew and Tim discuss CPI numbers, nuclear fusion, consumer optimism, world debt to GDP ratios and de-dollarization amongst some countries. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals ...

S7E11: Rail Strike and Oil Cap

December 09, 2022 22:12 - 17 minutes - 24.4 MB

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss payrolls and wages, 2023 predictions on the equity markets, the rail strike and the EU price cap on Russian oil. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial p...

S7E10: Protests in China

December 02, 2022 21:03 - 19 minutes - 27.4 MB

In this episode Drew and Tim discuss household inflation, the most recent Fed minutes, the FTX fallout and the recent protests in China. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a pred...

S7E9: November Update with Jonathan Golub and Tim Pierotti

November 14, 2022 20:56 - 39 minutes - 54.5 MB

In this episode Drew interviewed Jonathan Golub, Head of US Equity Strategy and Quantitative Research at Credit Suisse and Tim Pierotti, Chief Investment Strategist at WealthVest. They discuss the earnings season, inflation, the long-term equity outlook, the job performance of the Fed and what impact if any the midterm will have on the stock market. WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fi...